19 ordspråk av Alex Vallecillo

Alex Vallecillo

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Guys like me are probably going to take a little bit of a wait-and-see attitude.

It's profit taking. The market loves to do that. Good news hits the tape and investors sell into it.

The growth outlook for Microsoft is very muted. To a large extent it's unexciting. They've been paddling really hard to create new avenues of growth but they're limited by the personal computer side of their business.

AMD should keep flash memory for the diversification benefits of it. Flash memory gives AMD something to talk about when the microprocessors results are weak.

There's a good chance that Intel will have to guide down on revenues. Seasonality is not being reflected in current estimates.

I find it a little bit comical that Microsoft is going with the lower number, which I applaud, and yet the analysts still want to stick to the see no evil, hear no evil, speak no evil, higher pro forma number.

There's no question that the more chip stocks go down, the more they should look appealing. But with that said, I don't think you can go in here and buy things left and right and be bailed out by the cycle anytime in the near-term.

It's good that management is not going into a shell and saying they want to preserve cash for the rainiest of rainy days since it is already rainy.

People were too optimistic. This stock will experience some weakness like the others have in recent weeks.

On paper, marrying content with distribution makes a lot of sense but in reality it's been a tough nut to crack.

This dark cloud of high expectations has weighed on the stocks and valuations reflect high expectations.

This doesn't change the size of the pie that people are fighting for. It just makes it more likely that Microsoft will get a bigger chunk of it without the government interfering.

There will be plenty of opportunities to buy these stocks cheaper over the next six months before there is a sustainable recovery.

The food chain is a mess. A lot of their customers are in flux.

It's very important to get gross margins moving in the right direction.

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Linkene lenger ned har ikke blitt oversatt till norsk. Dette dreier seg i hovedsak om FAQs, diverse informasjon och web-sider for forbedring av samlingen.

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